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Schneider National Earnings Calls
| Release date | Oct 30, 2025 |
| EPS estimate | $0.210 |
| EPS actual | $0.120 |
| EPS Surprise | -42.86% |
| Revenue estimate | 1.444B |
| Revenue actual | 1.452B |
| Revenue Surprise | 0.585% |
| Release date | Jul 31, 2025 |
| EPS estimate | $0.210 |
| EPS actual | $0.210 |
| Revenue estimate | 1.441B |
| Revenue actual | 1.421B |
| Revenue Surprise | -1.39% |
| Release date | May 01, 2025 |
| EPS estimate | $0.140 |
| EPS actual | $0.160 |
| EPS Surprise | 14.29% |
| Revenue estimate | 1.429B |
| Revenue actual | 1.402B |
| Revenue Surprise | -1.88% |
| Release date | Jan 30, 2025 |
| EPS estimate | $0.200 |
| EPS actual | $0.200 |
| Revenue estimate | 1.467B |
| Revenue actual | 1.339B |
| Revenue Surprise | -8.71% |
Last 4 Quarters for Schneider National
Below you can see how SNDR performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jan 30, 2025 |
| Price on release | $30.19 |
| EPS estimate | $0.200 |
| EPS actual | $0.200 |
| Date | Price |
|---|---|
| Jan 24, 2025 | $29.39 |
| Jan 27, 2025 | $29.82 |
| Jan 28, 2025 | $29.91 |
| Jan 29, 2025 | $29.78 |
| Jan 30, 2025 | $30.19 |
| Jan 31, 2025 | $29.75 |
| Feb 03, 2025 | $29.05 |
| Feb 04, 2025 | $29.53 |
| Feb 05, 2025 | $29.72 |
| 4 days before | 2.72% |
| 4 days after | -1.56% |
| On release day | -1.46% |
| Change in period | 1.12% |
| Release date | May 01, 2025 |
| Price on release | $21.86 |
| EPS estimate | $0.140 |
| EPS actual | $0.160 |
| EPS surprise | 14.29% |
| Date | Price |
|---|---|
| Apr 25, 2025 | $21.95 |
| Apr 28, 2025 | $21.96 |
| Apr 29, 2025 | $21.70 |
| Apr 30, 2025 | $21.49 |
| May 01, 2025 | $21.86 |
| May 02, 2025 | $22.74 |
| May 05, 2025 | $22.73 |
| May 06, 2025 | $22.24 |
| May 07, 2025 | $22.40 |
| 4 days before | -0.410% |
| 4 days after | 2.47% |
| On release day | 4.03% |
| Change in period | 2.05% |
| Release date | Jul 31, 2025 |
| Price on release | $24.45 |
| EPS estimate | $0.210 |
| EPS actual | $0.210 |
| Date | Price |
|---|---|
| Jul 25, 2025 | $26.03 |
| Jul 28, 2025 | $25.75 |
| Jul 29, 2025 | $25.27 |
| Jul 30, 2025 | $24.51 |
| Jul 31, 2025 | $24.45 |
| Aug 01, 2025 | $24.09 |
| Aug 04, 2025 | $24.38 |
| Aug 05, 2025 | $24.76 |
| Aug 06, 2025 | $24.84 |
| 4 days before | -6.07% |
| 4 days after | 1.60% |
| On release day | -1.47% |
| Change in period | -4.57% |
| Release date | Oct 30, 2025 |
| Price on release | $20.25 |
| EPS estimate | $0.210 |
| EPS actual | $0.120 |
| EPS surprise | -42.86% |
| Date | Price |
|---|---|
| Oct 24, 2025 | $22.89 |
| Oct 27, 2025 | $23.03 |
| Oct 28, 2025 | $22.70 |
| Oct 29, 2025 | $22.63 |
| Oct 30, 2025 | $20.25 |
| Oct 31, 2025 | $21.37 |
| Nov 03, 2025 | $21.38 |
| Nov 04, 2025 | $21.92 |
| Nov 05, 2025 | $22.37 |
| 4 days before | -11.53% |
| 4 days after | 10.47% |
| On release day | 5.53% |
| Change in period | -2.27% |
Schneider National Earnings Call Transcript Summary of Q3 2025
Schneider reported mixed third-quarter 2025 results with enterprise revenues (ex-fuel) up 10% year-over-year but adjusted operating income and adjusted diluted EPS down versus prior-year periods. Adjusted EPS for Q3 was $0.12 (vs. $0.18 a year ago). The quarter absorbed roughly $16 million of higher-than-expected claims-related costs tied to development on three prior-year claims; management does not expect these specific charges to repeat in Q4. Management lowered full-year adjusted EPS guidance to approximately $0.70 and reduced expected 2025 net CapEx to about $300 million (down from $325–375 million) after pausing some late-year tractor orders. Segment highlights: Truckload benefited from the Cowan acquisition but saw margin pressure from claims and churn; Dedicated showed accelerated new wins (skewed to specialty equipment) but had start-up/friction that pressured near-term revenue-per-truck metrics; Intermodal delivered 10% volume growth and market-share gains (flat pricing/renewals); Logistics saw Power Only strength but continued pressure in brokerage volumes. Management emphasized structural actions—targeting more than $40 million of annual cost savings via productivity, synergies (Cowan), headcount reductions (nondriver down ~6% YTD), improved asset efficiency, reduced unbilled miles, and deployment of AI/Agentic tools (notably increasing broker productivity). Balance sheet: net debt leverage ~0.5x; cash $194 million; free cash flow down in Q3 due to timing of equipment purchases but expected to improve with lower CapEx and productivity actions. Management believes recent regulatory and supply dynamics (e.g., enforcement around English proficiency/non-domicile CDL renewals, rising bankruptcies, and Class 8 production below replacement levels) could meaningfully accelerate capacity rationalization into 2026, which would support rate recovery over time. Overall, Schneider is emphasizing discipline in revenue mix, capital allocation, and cost structure while positioning for potential market improvement next year.
